mobile logo
Back

Investments

Some answers to your questions

photo-1604594849809-dfedbc827105

RRSP / RRIF

Your tax deductible and tax deferred saving plans

Learn More

photo-1611099024089-7f57ca9aca7f

Segregated Funds VS Mutual Funds

What are they and what are their similarities and differences?

Learn More

photo-1604662852530-c08f911717ab

What is an RESP?

And why should every Canadian child have one?

Learn More

photo-1473186578172-c141e6798cf4

LIRA / LIF

Your Locked-In Pension investment account options

Learn More

depositphotos_254523312-stock-photo-tax-free-savings-account-tfsa

TFSA

Your life-time Tax-Free Savings (investment) Account

Learn More

photo-1502570149819-b2260483d302

Annuities

Annuities: Types & Definitions

Learn More

photo-1579621970795-87facc2f976d

RRSP Loans

Advantages of contributing to your RRSP with a loan

(from Equitable Life)

Learn More

photo-1633158829585-23ba8f7c8caf

Investment Loans

How does an investment loan work for me?

(from Manulife Financial)

Learn More

photo-1595670322505-4de61b9cdf47

more to come!

Contact

e: mark@financialsource.ca
t: 613-733-3312 ext #0011
t: 613-695-3775 direct

Privacy Policy. All information will be held in strictest confidence and no information shall be divulged about your personal situation to any outside organization or government agency without your prior consent, unless as may be required by law or during the course of carrying out work on your behalf. I value your business and am committed to protecting your privacy. When you ask me to provide you with insurance, investments, and financial planning, you share personal information in order for me to provide you with products and services that best meet your needs. In order for me to provide you with these services, you consent to have this information used an appropriate manner.

Copyright © 2011 - 2023 | FinancialSource.ca | All rights reserved